To be clear, I don't think the ad itself is the issue, I think this is pretty benign given their scale.
But I think they have a leadership problem. Tim Cook is a glorified bean counter, not a creator, not a visionary, and it shows.
I know that most people are looking at the stock and will say that everything is fine. Sure. I am looking at the products, and except for M series of SoC, this is all boring.
Apple's valuation is up over 1000% since Tim Cook became CEO. His greatest failing is that he isn't Steve Jobs, but most corporations would literally kill to have a bean counter like Tim Cook. Yes, he's in the hot seat, and Wall Street is very "What have you done for me today?", but I don't see shareholders calling for his head.
All empires fall, but today is not that day for Apple.
But I think they have a leadership problem. Tim Cook is a glorified bean counter, not a creator, not a visionary, and it shows.
I know that most people are looking at the stock and will say that everything is fine. Sure. I am looking at the products, and except for M series of SoC, this is all boring.